Palantir Technologies (PLTR) Surpasses Expectations with $1 Billion Q2 Revenue

Record-breaking earnings, explosive AI growth, and a bullish outlook make Palantir one of the hottest tech stocks of 2025.

📈 PLTR Stock Overview

Ticker: PLTR
Exchange: NYSE
Latest Price: $160.66 (as of August 5, 2025)
Change: +$6.50 (+4.2%)
12-Month Growth: Over 500%
Sector: AI, Big Data, Defense, Government Software

Palantir Technologies has quickly become a standout in the AI-driven software space, with its stock skyrocketing in 2025. The company’s strong commercial adoption and expanding U.S. government contracts are key drivers behind this explosive growth.

🧾 Q2 2025 Earnings Highlights

Palantir's second-quarter earnings shattered expectations:

Revenue: $1.00 billion
- ⬆️ +48% YoY
- Surpassed estimates of ~$937 million
Earnings Per Share (EPS): $0.16
- Beat estimate of $0.14
GAAP Operating Margin: 27% (~$269 million)
Adjusted Operating Margin: 46% (~$464 million)

📢 CEO Alex Karp: "It was a phenomenal quarter... skeptics have been bent into a kind of submission."
— Business Insider

📊 Segment Breakdown

🔹 U.S. Commercial Revenue

$628 million, up 93% YoY
Fastest-growing segment, driven by AI demand

🔹 U.S. Government Revenue

Up 53% YoY
Boosted by major defense contracts, including a new $10B Army deal

💬 Earnings Call Highlights

Chief Revenue Officer (Ryan Taylor):
“Large language models don’t work in the real world without Palantir.”
Management emphasized Palantir's role as critical infrastructure for AI in both public and private sectors.
Analysts praised Palantir as “the best story in all of software” due to its unmatched scalability and security (Barron’s).

🔮 Outlook & Guidance

📌 Full-Year 2025 Revenue Guidance:

Raised to $4.14B–$4.15B (previous: $3.89B–$3.90B)

📌 Q3 2025 Forecast:

Projected Revenue: $1.08B–$1.09B
Expected Growth: ~+50% YoY

📉 Valuation Perspective

While Palantir’s growth is impressive, some analysts express caution due to high valuation:

Forward Revenue Multiple: ~70x
Still, many investors view PLTR as a long-term AI infrastructure play, particularly for defense, intelligence, and enterprise use.

📋 Summary Table

Metric	Q2 2025 Result / Guidance
Total Revenue	$1.00 billion (▲ 48% YoY)
GAAP EPS	$0.16 (vs. $0.14 expected)
Adjusted Operating Margin	46%
U.S. Commercial Revenue Growth	+93% YoY
U.S. Government Revenue Growth	+53% YoY
Q3 Revenue Guidance	$1.08B–$1.09B (~50% YoY growth)
FY2025 Revenue Guidance	$4.14B–$4.15B
Stock Price (as of Aug 5, 2025)	$160.66 (▲ 4.2% daily gain)
12-Month Performance	Over +500%

📌 Conclusion

Palantir Technologies has delivered its strongest quarter to date, achieving its first $1 billion+ in revenue, driven by exponential growth in both the commercial AI space and government contracts. With rising adoption, cutting-edge AI tools, and an aggressive 2025 forecast, PLTR stock continues to lead the tech sector.

If you’re watching the AI revolution unfold in real time, Palantir is a company to watch—and possibly invest in.